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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
CPH
3051
C Partners Holding
Switzerland
$239M -$5.93M -2% 2.24% 25.6% 257 0.78% 0.3
PAM
3052
Pagoda Asset Management
New York
$239M -$61M -20% 5.01% – 35 71.43% 0.5
Sanders Morris Harris
3053
Sanders Morris Harris
Texas
$239M +$2.03M +0.9% 1.14% 85.8% 160 27.5% 1.2
NIC
3054
Northwest Investment Counselors
Oregon
$239M -$9.42M -4% 1.14% 32.4% 147 6.8% 3.6
Simon Quick Advisors
3055
Simon Quick Advisors
New Jersey
$239M +$14.6M +6% 0.95% 77.8% 469 39.02% 0.7
Dynasty Wealth Management
3056
Dynasty Wealth Management
Florida
$239M +$181M +312% 6.3% – 104 33.65% 0.2
Matthew Goff Investment Advisor
3057
Matthew Goff Investment Advisor
Texas
$239M +$6.06M +3% 0.44% 89.6% 76 7.89% 0.7
Montgomery Investment Management
3058
Montgomery Investment Management
Maryland
$238M -$8.19M -3% 1.95% 105% 97 9.28% 3.4
NAMP
3059
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238M -$3.86M -2% 0.24% 90.2% 109 2.75% 3.5
Western Asset Management Company
3060
Western Asset Management Company
California
$238M +$16.9M +8% 0.04% 2.29% 24 33.33% 0.8
Thames Capital Management
3061
Thames Capital Management
New Jersey
$238M +$78.5M +49% 11.8% 1,177% 42 57.14% 0.2
Xponance
3062
Xponance
Pennsylvania
$238M +$70.9M +43% 0.59% 144% 81 19.75% 0.6
InterWest Venture Management
3063
InterWest Venture Management
California
$237M -$55.1M -19% 10.8% 57.6% 11 0% 1.2
Chou Associates Management
3064
Chou Associates Management
Ontario, Canada
$237M +$3.42M +1% 9.49% 66.4% 24 0% 3.6
River Wealth Advisors
3065
River Wealth Advisors
Pennsylvania
$237M -$3.3M -1% 1.57% 80.3% 167 5.99% 2.4
Flaharty Asset Management
3066
Flaharty Asset Management
Florida
$237M +$9.06M +4% 0.99% 33.4% 102 21.57% 0.6
Ipswich Investment Management
3067
Ipswich Investment Management
Massachusetts
$237M +$835K +0.4% 0.42% 104% 156 7.05% 3.1
WCMN
3068
Westchester Capital Management (Nebraska)
Nebraska
$237M -$6.12M -3% 2.03% 121% 36 8.33% 3.8
PagnatoKarp Partners
3069
PagnatoKarp Partners
Virginia
$237M -$108M -31% 1.56% 2.06% 157 36.94% 0.9
Clean Yield Group
3070
Clean Yield Group
Vermont
$237M -$15.8M -6% 2.86% 65% 141 14.89% 3.2
Pinkerton Retirement Specialists
3071
Pinkerton Retirement Specialists
Idaho
$236M +$10.4M +5% 1.41% 82.9% 220 24.55% 1.6
Altavista Wealth Management
3072
Altavista Wealth Management
North Carolina
$236M -$484K -0.2% 2.08% 80.6% 149 11.41% 2.9
CCM
3073
Compton Capital Management
Rhode Island
$236M +$1.6M +0.7% 0.3% 75.6% 158 10.76% 3.4
Symmetry Partners
3074
Symmetry Partners
Connecticut
$235M +$19.2M +9% 0.92% 58.5% 34 8.82% 1.1
Nicolet Bankshares
3075
Nicolet Bankshares
Wisconsin
$235M +$2.32M +1% 0.69% 75.5% 192 11.98% 1.7